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Adding your first account

From: Quicken 2014 Essential Training

Video: Adding your first account

The first thing you should do to get started with Quicken, You'll be prompted to Add your Primary Checking Account. When you see your bank's name on the list, click on the name of the bank.

Adding your first account

The first thing you should do to get started with Quicken, is to add your primary checking account to your Quicken account register. Make sure you are connected to the internet on your computer. Click the Home tab at the top of the Quicken window. Then, click the big, blue Get Started button in the section Titled, See Where Your Money Goes. You'll be prompted to Add your Primary Checking Account. Quicken has you start by adding your Primary Checking Account because it's the simplest way to get up and running with Quicken. If you see the name of your bank, you'll select it from the display list. If you don't see the name of your bank listed in the list of common banks, start typing in the full name of the bank you use for your Primary Checking Account.

When you see your bank's name on the list, click on the name of the bank. If you cannot find your bank's name, contact your financial institution, and ask if they are on the list of financial institutions in Quicken. If not, you can add your bank manually using advanced set up. Jeannie has an account at Bank of America, so she'll click on Bank of America. Some banks have different options. But in most cases, once you've selected the name of your bank, you'll be prompted to enter your banks credentials. Your bank credentials are the user and password that you use to login to your bank's website.

Enter your login credentials, that you use for your bank's website. Please note, this is not your internet ID. Rather, this is the username and password that you have setup with your financial institution's website. If you've never created an online account for your financial institution, go to your bank's website and set that up before adding the account in Quicken. Enter your bank username or ID here, and your bank password here. If you've already set up your password vault, it's handy to select the check box for Save this Password so you don't have to enter it again the next time you connect.

If you haven't set up your password vault yet, click Cancel. Click the Connect button in the lower right corner of this Add Checking Account pop-up window. You'll see activity on the screen that is showing the communication between Quicken and your bank account. This back and forth conversation, means that your bank account is verifying your credentials and Quicken is preparing to download transactions and other information from your bank. This can take a minute or two to complete. Next you may be prompt for the set preferences for your accounts bank. You want to make sure that any accounts you have in your bank are label as the correct type of account.

If you have more than one account at the bank you added, you may be prompted to add multiple accounts at the same time. If this is the case, it will save you time to go ahead, and add all the accounts that you're prompted to add. This might not look exactly like your checking account. But, you get the idea. Click Finish when you're done. At this point, you could continue adding more accounts by clicking the Add Another Account button at the bottom of the screen. The number of days of transactions that Quicken downloads is determined by a financial institution. Most financial institutions provide 90 days of your most recent transactions, but this number can vary based on Financial Institution Policy.

You can always add more accounts to Quicken at any time. If you're just learning Quicken, it may be best to add your primary checking account, and categorize your transactions from your account register in Quicken before you add credit card, investment, and other accounts.

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This video is part of

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Quicken 2014 Essential Training

47 video lessons · 1481 viewers

Sally Norred
Author

 
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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